Offline eBIRForms Package Job Aid BIR Form No. 1702-MX ...

Offline eBIRForms Package Job Aid

BIR Form No. 1702-MX (Annual Income Tax Return)

Bureau of Internal Revenue Version 2 - March 2014

2) Upon display of Profile Page, type in the 9 digits series Tax Identification

Number (TIN) on the boxes provided.

3) Select the appropriate RDO Code from the RDO Code dropdown list.

4) Click the selected RDO code to allow system to include it in information file.

Before an Offline eBIR Form can be filled up, User has to create a User Profile.

1) User can proceed to the Offline eBIRForms Profile Page.




5) Type in the specific Line of Business, refer to your Certificate of Registration (BIR Form No. 2303)

2) Enter details about Registered Name, refer to your Certificate of Registration (BIR Form No. 2303)

3) Type in the Registered Address, Zip Code and Contact Number.

4) On the eBIRForms screen, proceed to List of BIR Forms row.

5) From the List of BIR Forms row, select the appropriate form to use

6) Click on the preferred form to use

7) When the chosen form appears on the list box

8) Click the Fill-up button to enable full-image display of the form.




9) System will now display full image of the chosen BIR form.

10) In filling up the whole form, proceed to Field No. 1 to click the appropriate year for the tax return

11) Go to Field No. 2 and fill up specific Month and Year Ended

12) Go to Field No. 3, select if form to file is Amended Return or not

13) Proceed to Field No. 4 to select if form to file is Short Period Return or not




14) Go to Field No. 5 to determine specific type of Alphanumeric Tax Code (ATC)

15) Go to Field No. 7 to select appropriate RDO Code

16) Proceed to Field No. 12 and type in current email address

17) Proceed to Field No. 14 to enter specific PSIC Code, refer to your Certificate of Registration or www.bir.gov.ph

18) Enter details that will validate Tax Filer identity on Field Nos. 22 to 25

19) Enter necessary Details of Payment on Field Nos. 26 to 29

20) Click the Next button to proceed to adjoining page




21) Proceed to Field No. 30 to determine if there is valid basis for declaring Tax Relief or not by clicking on the box provided

22) If User clicked the box, system will display a message

23) User must choose from between the two options given

24) Field Nos. 31 to 36 must be filled to determine any additional exemption or not, if applicable

25) Go to Field No. 37 for Computation of Amount Payable per Tax Regime

26) Go to Field Nos. 40 to 42 to determine if there Penalties

27) Proceed to Field Nos. 45 to 51 to enter details on External Auditor/Authorized Tax Agent





29) Proceed to Schedule 3 – Sales/Revenues/Receipts/Fees and enter details on spaces provided, if applicable

30) Proceed to Schedule 3A – Cost of Sales (for those engaged in Trading) and enter details on spaces provided, if applicable

31) Proceed to Schedule 3B – Cost of Sales (for those engaged in Manufacturing) and enter details on spaces provided, if applicable

32) Proceed to Schedule 3C – Cost of Services (for those engaged in

Services) and enter details on spaces provided, if applicable





34) Proceed to Schedule 4 – Other Taxable Income not Subjected to Final Tax and enter details on spaces provided, if applicable

35) Proceed to Schedule 5 – Other Allowable Itemized Deductions and enter details on spaces provided, if applicable


37) Proceed to Schedule 6 – Special Allowable Itemized Deductions and enter details on spaces provided, if applicable




38) Proceed to Schedule 7 – Computation of Net Operating Loss Carry Over (NOLCO) and enter details on spaces provided, if applicable

39) Proceed to Schedule 8 – Tax Credits/Payments and enter details on spaces provided, if applicable


41) Proceed to Schedule 9 – Computation of Minimum Corporate Income Tax (MCIT) and enter details on spaces provided, if applicable

42) Proceed to Schedule 10 – Reconciliation of Net Income per Books against Taxable Income and enter details on spaces provided, if applicable





44) Proceed to Schedule 11 – Balance Sheet and enter details on spaces provided

45) Proceed to Schedule 12 – Stockholders/Members Information and enter details on spaces provided


47) Proceed to Schedule 13 – Supplemental Information and enter details on spaces provided, if applicable

48) Proceed to Schedule 14 – Gross Income/Receipts Exempt from Income Tax and enter details on spaces provided, if applicable




49) When filling up of document has been completed, click the Validate

button to allow system to determine if there are fields which have been overlooked and not filled properly

50) Once validation has been completed, click the Edit button to go over each field to check for correctness of data typed in.

51) After editing, User can let the files typed in be stored into the system by

clicking the Save button

52) System will show a message stating that all information typed in the fields have been successfully saved.

53) Click the OK button to acknowledge receipt of the message. 54) User can submit online the duly filled up document by clicking the Submit

button. NOTE: This functionality shall be available on the next release.

55) If User wishes to have a copy of the duly filled form, the Print button to enable printing of a specific page.

Offline eBIRForms Package Job Aid BIR Form No. 1702-MX ...

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Transcript of Offline eBIRForms Package Job Aid BIR Form No. 1702-MX ...